Insights

Independent Growth Potential to upsell technology and research solutions through the Osaic Wealth alliance, leveraging access to enhanced trading platforms and investment banking capabilities to deepen advisor engagement.

Advisor Network Large branch office with around 100 advisors and over $2B AUM presents a scalable opportunity to cross-sell practice management tools, client onboarding efficiency solutions, and compliance support across the advisor cohort.

Fintech Enablement Strategic alliance with Securities America now Osaic Wealth suggests readiness for tech enhancements; pitch cloud-based analytics, CRM integrations, and security/compliance tech to improve advisor productivity.

Strategic Partnerships Existing access to Ladenburg Thalmann for investment banking and Premier Trust indicates opportunity to cross-sell services to cross-divisional clients and expand trust product offerings.

Market Position As a large US branch of Osaic Wealth with national advisor coverage, there is a growth narrative for marketing automation, client acquisition tools, and performance analytics tailored to independent advisors.

Investor Securities Group, Inc. Tech Stack

Investor Securities Group, Inc. uses 8 technology products and services including Cloudflare, ScrollReveal, jQuery UI, and more. Explore Investor Securities Group, Inc.'s tech stack below.

Cloudflare

Content Management System

ScrollReveal

Javascript Libraries

jQuery UI

Javascript Libraries

UPS

Logistics

Cloudflare Bot Management

Security

HSTS

Security

Google Analytics

Web Analytics

Facebook

Widgets

Investor Securities Group, Inc. Email Formats	Example	Percentage
FLast@isgva.com	JDoe@isgva.com	86%
First.Last@isgva.com	John.Doe@isgva.com	14%

Investor Securities Group, Inc. Email Formats

Example

Percentage

FLast@isgva.com

JDoe@isgva.com

86%

First.Last@isgva.com

John.Doe@isgva.com

14%

Frequently Asked Questions

What is Investor Securities Group, Inc.'s phone number?

You can contact Investor Securities Group, Inc.'s main corporate office by phone at

+1-757-809-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Investor Securities Group, Inc.'s official website and social media links?

Investor Securities Group, Inc.'s official website is isgva.com and has social profiles on LinkedIn.

How much revenue does Investor Securities Group, Inc. generate?

As of August 2026, Investor Securities Group, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Investor Securities Group, Inc.'s NAICS code?

Investor Securities Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Investor Securities Group, Inc. have currently?

As of August 2026, Investor Securities Group, Inc. has approximately 9 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: W. J.Founder Certified Financial Planner: K. B.Vice President, Chief Compliance Officer: T. E.. Explore Investor Securities Group, Inc.'s employee directory with LeadIQ.

What industry does Investor Securities Group, Inc. belong to?

Investor Securities Group, Inc. operates in the Financial Services industry.

What technology does Investor Securities Group, Inc. use?

Investor Securities Group, Inc.'s tech stack includes CloudflareScrollRevealjQuery UIUPSCloudflare Bot ManagementHSTSGoogle AnalyticsFacebook.

What is Investor Securities Group, Inc.'s email format?

Investor Securities Group, Inc.'s email format typically follows the pattern of FLast@isgva.com. Find more Investor Securities Group, Inc. email formats with LeadIQ.

When was Investor Securities Group, Inc. founded?

Investor Securities Group, Inc. was founded in 2012.

Investor Securities Group, Inc.

Q: What technology does Investor Securities Group, Inc. use?

Investor Securities Group, Inc.'s tech stack includes Site24x7, Cloudflare Bot Management, AppNexus, jQuery, Font Awesome.

Q: What is Investor Securities Group, Inc.'s NAICS code?

Investor Securities Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesVirginia, United States2-10 Employees

Investor Securities Group, Inc. operates as an independent broker-dealer and a branch of Osaic Wealth, based in Hampton, Virginia, serving individual financial advisors across the United States. Its platform provides access to technology, trading, and research, while investment banking and trust services are available through Ladenburg Thalmann and its affiliate Premier Trust. Registered representatives offer securities and financial guidance under the Osaic Wealth regulatory framework.

The firm traces its roots to a broker-dealer founded in 1964 and was formed as Investor Securities Group in 2012 after an asset sale, maintaining an independent culture. As one of Osaic Wealth's larger branch offices, it supports roughly 100 advisors and manages more than $2 billion in assets, with dual clearing through Pershing, LLC and National Financial Services, LLC.

Insights

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